HomeCompareCHLWF vs JEPQ

CHLWF vs JEPQ: Dividend Comparison 2026

CHLWF yields 9.79% · JEPQ yields 11.10%● Live data

vsPost on X →
After 10 years · $10,000 invested · DRIP enabled
🏆 CHLWF wins by $897.66M in total portfolio value
10 years
CHLWF
CHLWF
● Live price
9.79%
Share price
$1.73
Annual div
$0.17
5Y div CAGR
73%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$897.71M
Annual income
$828,417,544.04
Full CHLWF calculator →
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
● Live price
11.10%
Share price
$55.52
Annual div
$6.16
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$44.8K
Annual income
$2,152.59
Full JEPQ calculator →

Portfolio growth — CHLWF vs JEPQ

📍 CHLWF pulled ahead of the other in Year 1

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodCHLWFJEPQ
2008–2009
GFC
— No data— No data
2020 Q1–Q2
COVID
— No data— No data
2022 Q4
Rate Hike
— No data— No data
Based on dividend payment history. "Increased" = dividend grew during crisis. "Maintained" = held within 3%. "Cut" = reduced by more than 3%.
📅

Dividend Calendar Overlap

Combined, CHLWF + JEPQ cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
CHLWF pays
JEPQ pays
Both pay
Neither
💰

Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

CHLWF
Annual income on $10K today (after 15% tax)
$832.51/yr
After 10yr DRIP, annual income (after tax)
$704,154,912.43/yr
JEPQ
Annual income on $10K today (after 15% tax)
$943.83/yr
After 10yr DRIP, annual income (after tax)
$1,829.70/yr
At 15% tax rate, CHLWF beats the other by $704,153,082.73/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of CHLWF + JEPQ for your $10,000?

CHLWF: 50%JEPQ: 50%
100% JEPQ50/50100% CHLWF
Portfolio after 10yr
$448.88M
Annual income
$414,209,848.31/yr
Blended yield
92.28%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

CHLWF buys
0
JEPQ buys
0
No recent congressional trades found for CHLWF or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricCHLWFJEPQ
Forward yield9.79%11.10%
Annual dividend / share$0.17$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR73%0%
Portfolio after 10y$897.71M$44.8K
Annual income after 10y$828,417,544.04$2,152.59
Total dividends collected$892.54M$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

Year-by-year: CHLWF vs JEPQ ($10,000, DRIP)

YearCHLWF PortfolioCHLWF Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$12,394$1,694.40$11,930$1,110.39+$464.00CHLWF
2$16,658$3,395.50$14,133$1,224.34+$2.5KCHLWF
3$25,202$7,378.20$16,632$1,340.46+$8.6KCHLWF
4$45,014$18,048.18$19,454$1,457.97+$25.6KCHLWF
5$100,286$52,121.06$22,626$1,576.08+$77.7KCHLWF
6$295,051$187,744.93$26,175$1,694.09+$268.9KCHLWF
7$1,208,778$893,073.17$30,133$1,811.32+$1.18MCHLWF
8$7,208,991$5,915,598.47$34,531$1,927.17+$7.17MCHLWF
9$64,754,867$57,041,246.99$39,403$2,041.08+$64.72MCHLWF
10$897,705,252$828,417,544.04$44,787$2,152.59+$897.66MCHLWF

CHLWF vs JEPQ: Complete Analysis 2026

CHLWFStock

Charter Hall Long WALE REIT is an Australian Real Estate Investment Trust (REIT) listed on the ASX and investing in high quality Australasian real estate assets that are predominantly leased to corporate and government tenants on long term leases. Charter Hall Long WALE REIT is managed by Charter Hall Group (ASX: CHC). Charter Hall is one of Australia's leading fully integrated property investment and funds management groups. We use our expertise to access, deploy, manage and invest equity to create value and generate superior returns for our investor customers. We've curated a diverse portfolio of high-quality properties across our core sectors – Office, Industrial & Logistics, Retail and Social Infrastructure. With partnerships and financial discipline at the heart of our approach, we create and invest in places that support our customers, people and communities grow.

Full CHLWF Calculator →

JEPQETF

The fund seeks to achieve this objective by (1) creating an actively managed portfolio of equity securities comprised significantly of those included in the fund’s primary benchmark, the Nasdaq-100 Index (the Benchmark), and (2) through equity-linked notes (ELNs), selling call options with exposure to the Benchmark. It is non-diversified.

Full JEPQ Calculator →
📬

Get this CHLWF vs JEPQ comparison by email

Save your analysis + weekly dividend insights. Free forever.

More comparisons

CHLWF vs SCHDCHLWF vs JEPICHLWF vs OCHLWF vs KOCHLWF vs MAINCHLWF vs XYLDCHLWF vs QYLDCHLWF vs VYM

⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.